GREENWOOD GEARHART LLC
CIK: 1084683SEC EDGAR →
Portfolio Value
$780.9B
Holdings
134
As of
Q1 2026
New Positions
134
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 1,430,075 | $110.3B | 14.12% |
| 2 | ISHARES TR | 1,717,626 | $91.4B | 11.71% |
| 3 | SCHWAB STRATEGIC TR | 3,521,321 | $90.3B | 11.56% |
| 4 | J P MORGAN EXCHANGE TRADED F | 1,739,531 | $88.0B | 11.27% |
| 5 | ISHARES TR | 798,912 | $76.2B | 9.76% |
| 6 | ISHARES TR | 985,453 | $51.8B | 6.63% |
| 7 | VANGUARD TAX-MANAGED FDS | 748,732 | $48.0B | 6.14% |
| 8 | ISHARES TR | 612,862 | $41.4B | 5.30% |
| 9 | SELECT SECTOR SPDR TR | 463,621 | $38.0B | 4.87% |
| 10 | SELECT SECTOR SPDR TR | 509,542 | $25.2B | 3.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $702.9B | 90.0% |
| Unknown | 4 | $38.3B | 4.9% |
| Communication Services | 6 | $23.9B | 3.1% |
| Consumer Defensive | 5 | $9.0B | 1.2% |
| Industrials | 11 | $2.3B | 0.3% |
| Energy | 9 | $1.8B | 0.2% |
| Technology | 12 | $1.5B | 0.2% |
| Consumer Cyclical | 7 | $394.2M | 0.1% |
| Real Estate | 1 | $222.7M | 0.0% |
| Basic Materials | 2 | $218.5M | 0.0% |
| Utilities | 3 | $206.6M | 0.0% |
| Healthcare | 5 | $3.3M | 0.0% |